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    Avaya Visual VectorsRelease 14

    Installation and Getting Started

    07-601888February 2007

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    2007 Avaya Inc. All Rights Reserved.

    Notice

    While reasonable efforts were made to ensure that the information in thisdocument was complete and accurate at the time of printing, Avaya Inc. canassume no liability for any errors. Changes and corrections to the informationin this document might be incorporated in future releases.

    Documentation disclaimer

    Avaya Inc. is not responsible for any modifications, additions, or deletions tothe original published version of this documentation unless such modifications,additions, or deletions were performed by Avaya. Customer and/or End Useragree to indemnify and hold harmless Avaya, Avaya's agents, servants andemployees against all claims, lawsuits, demands and judgments arising out of,

    or in connection with, subsequent modifications, additions or deletions to thisdocumentation to the extent made by the Customer or End User.

    Link disclaimer

    Avaya Inc. is not responsible for the contents or reliability of any linked Websites referenced elsewhere within this documentation, and Avaya does notnecessarily endorse the products, services, or information described or offeredwithin them. We cannot guarantee that these links will work all the time and wehave no control over the availability of the linked pages.

    Warranty

    Avaya Inc. provides a limited warranty on this product. Refer to your salesagreement to establish the terms of the limited warranty. In addition, Avayasstandard warranty language, as well as information regarding support for thisproduct, while under warranty, is available through the Avaya Support Website:

    http://www.avaya.com/support

    License

    USE OR INSTALLATION OF THE PRODUCT INDICATES THE END USER'SACCEPTANCE OF THE TERMS SET FORTH HEREIN AND THE GENERALLICENSE TERMS AVAILABLE ON THE AVAYA WEB SITEhttp://support.avaya.com/LicenseInfo/ ("GENERAL LICENSE TERMS"). IFYOU DO NOT WISH TO BE BOUND BY THESE TERMS, YOU MUSTRETURN THE PRODUCT(S) TO THE POINT OF PURCHASE WITHIN TEN(10) DAYS OF DELIVERY FOR A REFUND OR CREDIT.

    Avaya grants End User a license within the scope of the license typesdescribed below. The applicable number of licenses and units of capacity forwhich the license is granted will be one (1), unless a different number oflicenses or units of capacity is specified in the Documentation or othermaterials available to End User. "Designated Processor" means a singlestand-alone computing device. "Server" means a Designated Processor thathosts a software application to be accessed by multiple users. "Software"means the computer programs in object code, originally licensed by Avaya andultimately utilized by End User, whether as stand-alone Products orpre-installed on Hardware. "Hardware" means the standard hardwareProducts, originally sold by Avaya and ultimately utilized by End User.

    License type(s)Designated System(s) License (DS). End User may install and use eachcopy of the Software on only one Designated Processor, unless a differentnumber of Designated Processors is indicated in the Documentation or othermaterials available to End User. Avaya may require the DesignatedProcessor(s) to be identified by type, serial number, feature key, location orother specific designation, or to be provided by End User to Avaya throughelectronic means established by Avaya specifically for this purpose.

    Concurrent User License (CU). End User may install and use the Software onmultiple Designated Processors or one or more Servers, so long as only thelicensed number of Units are accessing and using the Software at any giventime. A "Unit" means the unit on which Avaya, at its sole discretion, bases thepricing of its licenses and can be, without limitation, an agent, port or user, ane-mail or voice mail account in the name of a person or corporate function(e.g., webmaster or helpdesk), or a directory entry in the administrativedatabase utilized by the Product that permits one user to interface with theSoftware. Units may be linked to a specific, identified Server.

    Copyright

    Except where expressly stated otherwise, the Product is protected by copyrightand other laws respecting proprietary rights. Unauthorized reproduction,transfer, and or use can be a criminal, as well as a civil, offense under theapplicable law.

    Third-party components

    Certain software programs or portions thereof included in the Product maycontain software distributed under third party agreements ("Third PartyComponents"), which may contain terms that expand or limit rights to usecertain portions of the Product ("Third Party Terms"). Information identifyingThird Party Components and the Third Party Terms that apply to them isavailable on the Avaya Support Web site:

    http://support.avaya.com/ThirdPartyLicense/

    Preventing toll fraud

    "Toll fraud" is the unauthorized use of your telecommunications system by anunauthorized party (for example, a person who is not a corporate employee,agent, subcontractor, or is not working on your company's behalf). Be awarethat there can be a risk of toll fraud associated with your system and that, if tollfraud occurs, it can result in substantial additional charges for yourtelecommunications services.

    Avaya fraud intervention

    If you suspect that you are being victimized by toll fraud and you need technicalassistance or support, call Technical Service Center Toll Fraud InterventionHotline at +1-800-643-2353 for the United States and Canada. For additionalsupport telephone numbers, see the Avaya Support Web site:

    http://www.avaya.com/support

    Trademarks

    Avaya and the Avaya logo are either registered trademarks or trademarks ofAvaya Inc. in the United States of America and/or other jurisdictions.

    MultiVantage is a trademark of Avaya Inc.

    All other trademarks are the property of their respective owners.

    Downloading documents

    For the most current versions of documentation, see the Avaya Support Website:

    http://www.avaya.com/support

    Avaya support

    Avaya provides a telephone number for you to use to report problems or to askquestions about your product. The support telephone numberis 1-800-242-2121 in the United States. For additional support telephonenumbers, see the Avaya Support Web site:

    http://www.avaya.com/support

    http://www.avaya.com/supporthttp://support.avaya.com/LicenseInfo/http://support.avaya.com/ThirdPartyLicense/http://support.avaya.com/ThirdPartyLicense/http://www.avaya.com/supporthttp://www.avaya.com/support/http://www.avaya.com/support/http://www.avaya.com/support/http://support.avaya.com/ThirdPartyLicense/http://support.avaya.com/LicenseInfo/http://www.avaya.com/support/http://www.avaya.com/supporthttp://www.avaya.com/support
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    Visual Vectors R14 Installation and Getting Started February 2007 3

    Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Purpose. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Intended users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Prerequisite skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

    Conventions and terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

    Reasons for reissue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    Related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    Change description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    Administration documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    Software documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    Hardware documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Call Center documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Avaya CMS upgrade documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Base load upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

    Platform upgrades and data migration . . . . . . . . . . . . . . . . . . . . . . . 12

    Avaya Call Management System Upgrade Express (CUE) . . . . . . . . . . . . 12

    Documentation Web sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

    Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    Chapter 1: Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Visual Vectors software components . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Visual Vectors Server Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Visual Vectors client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Types of Visual Vectors client installations . . . . . . . . . . . . . . . . . . . . . . 16

    Visual Vectors local installation . . . . . . . . . . . . . . . . . . . . . . . . . . 16

    Visual Vectors network client installation . . . . . . . . . . . . . . . . . . . . . 16

    Hardware and software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

    Operating systems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

    Minimum recommended hardware configurations . . . . . . . . . . . . . . . . . . 17

    Upgrade considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Security notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Using the HOME variable to maintain user-specific settings . . . . . . . . . . . . . . . 18

    Creating user HOME variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Uninstalling Visual Vectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

    Chapter 2: Installing the Visual Vectors Server Software. . . . . . . . . . . . . . . . . . . 21

    Installation prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

    Contents

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    Contents

    4 Visual Vectors R14 Installation and Getting Started February 2007

    Installation procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

    Starting the Visual Vectors Server software . . . . . . . . . . . . . . . . . . . . . . . . 24

    Chapter 3: Installing Visual Vectors on client computers. . . . . . . . . . . . . . . . . . . 27

    Visual Vectors installation options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    Local client installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Shared network client installations. . . . . . . . . . . . . . . . . . . . . . . . . . . 28

    Setting up a network installation folder . . . . . . . . . . . . . . . . . . . . . . . . . . 28

    Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

    Installing the main application files . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Basic installation types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

    Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

    Creating a network client installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

    Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

    Installing the Avaya Visual Vectors Training program . . . . . . . . . . . . . . . . . . 34Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

    Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

    Chapter 4: Getting started with Avaya Visual Vectors . . . . . . . . . . . . . . . . . . . . 37

    Starting Visual Vectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

    About starting Visual Vectors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

    Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

    Connecting to a CMS server from Visual Vectors . . . . . . . . . . . . . . . . . . . . . 38

    When a CMS server connection is required . . . . . . . . . . . . . . . . . . . . . . 39

    When a CMS server connection is not required . . . . . . . . . . . . . . . . . . . . 39Connecting to an existing server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

    Connecting to a new server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

    Disconnecting from a CMS server . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

    Using Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

    Basic Navigator functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

    Working with objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

    Validating vectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

    Renaming objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

    Using Vector Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

    About using Vector Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Creating an example vector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

    Saving a vector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Printing your vector graphic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Assigning VDNs to a vector using the VDN Assignment Wizard. . . . . . . . . . . . . 48

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    Contents

    Visual Vectors R14 Installation and Getting Started February 2007 5

    Using the Import Export Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

    Basic Import Export Wizard functions . . . . . . . . . . . . . . . . . . . . . . . . . 50

    Exporting vectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

    Using Visual Vectors search filters. . . . . . . . . . . . . . . . . . . . . . . . . . . 53

    Visual Vectors installation options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

    Local client installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Shared network client installations. . . . . . . . . . . . . . . . . . . . . . . . . . . 54

    Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

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    Contents

    6 Visual Vectors R14 Installation and Getting Started February 2007

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    Visual Vectors R14 Installation and Getting Started February 2007 7

    Preface

    Avaya Call Management System (CMS) is an application for businesses and organizations thatuse Avaya communication servers to process large volumes of telephone calls using the

    Automatic Call Distribution (ACD) feature. Avaya CMS supports solutions for routing and agent

    selection, multi-site contact centers, remote agents, reporting, interfaces to other systems,

    workforce management, desktop applications, system recovery, and quality monitoring.

    Avaya CMS is part of the Operational Effectiveness solution of the Avaya Customer Interaction

    Suite.

    This section includes the following topics:

    Purpose on page 7

    Intended users on page 7

    Prerequisite skills on page 8

    Conventions and terminology on page 8

    Reasons for reissue on page 9

    Availability on page 9

    Related documentation on page 9

    Support on page 13

    Purpose

    This document is gives you the information you need to install the Visual Vectors client software

    package.

    Intended users

    This guide is intended for individuals who install the Avaya Visual Vectors software. It assumesthat you are familiar with the operation of your computer and the Microsoft Windows operating

    system that is installed on it. Windows versions that are compatible with Visual Vectors include

    Windows 2000, Windows NT 4.0, Windows ME, and Windows XP.

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    Preface

    8 Visual Vectors R14 Installation and Getting Started February 2007

    ! Important:Important: Avaya does not provide technical support for Visual Vectors installed on Windows

    95 systems, and Windows 98 systems. Installation of Visual Vectors on older

    Windows versions ispermissive. This means that it may be possible to install and

    run the Visual Vectors client software on older versions of Windows. However, if

    technical problems occur, upgrade of the client operating system to a fullysupported Windows platform is required.

    Prerequisite skills

    This document is intended for individuals who use Avaya Visual Vectors to manage and create

    various types of switch objects in a call center network. It assumes that you are familiar with:

    The operation of your computer and the operating system that is installed on it.

    The operation of Avaya Communication Manager and Avaya Call Management System.

    Conventions and terminology

    If you see any of the following safety labels in this document, take careful note of the information

    presented.

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    Reasons for reissue

    Visual Vectors R14 Installation and Getting Started February 2007 9

    CAUTION:!

    CAUTION: Caution statements call attention to situations that can result in harm to software,

    loss of data, or an interruption in service.

    ! WARNING:!

    WARNING: Warning statements call attention to situations that can result in harm to hardwareor equipment.

    ! DANGER:!

    DANGER: Danger statements call attention to situations that can result in harm to personnel.

    ! SECURITY ALERT:!

    SECURITYALERT: Security alert statements call attention to situations that can increase the potential

    for unauthorized use of a telecommunications system.

    Reasons for reissue

    This document is being reissued because the Visual Vectors client was updated to be

    compatible with vector enhancements through Avaya Communication Manager 4.0. Any

    vectoring enhancements since Communication Manager 4.0 are not accessible using the Visual

    Vectors client.

    Availability

    Copies of this document are available from the Avaya online support Web site, http://

    www.avayadocs.com.

    Related documentation

    You might find the following Avaya CMS documentation useful. This section includes thefollowing topics:

    Change description on page 10

    Software documents on page 10

    http://www.avayadocs.com/http://www.avayadocs.com/http://www.avayadocs.com/http://www.avayadocs.com/
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    Preface

    10 Visual Vectors R14 Installation and Getting Started February 2007

    Administration documents on page 10

    Hardware documents on page 11

    Call Center documents on page 11

    Avaya CMS upgrade documents on page 11

    Documentation Web sites on page 12

    Change description

    For information about recent changes made in Avaya CMS, see:

    Avaya Call Management System Release 14 Change Description, 07-601579

    Administration documentsFor more information about Avaya CMS administration, see:

    Avaya Call Management System Release 14 Administration, 07-601585

    Avaya Call Management System (CMS) Release 14 Database Items and Calculations,

    07-601591

    Avaya Call Management System Supervisor Release 14 Reports, 07-601590

    Avaya Call Management System (CMS) Supervisor Release 14 Installation and Getting

    Started, 07-601587

    Avaya Call Management System High Availability User Guide, 07-300066

    Avaya Call Management System High Availability Connectivity, Upgrade and

    Administration, 07-600957

    Software documents

    For more information about Avaya CMS software, see:

    Avaya Call Management System Release 14 Software Installation, Maintenance, and

    Troubleshooting Guide, 07-601578

    Avaya CMS Open Database Connectivity Version 5.2, 07-601580 Avaya Call Management System Release 14 LAN Backup User Guide, 07-601589

    Avaya Call Management System Release 14 External Call History Interface, 07-601586

    Avaya CMS Custom Reports, 585-215-822

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    Related documentation

    Visual Vectors R14 Installation and Getting Started February 2007 11

    Avaya CMS Forecast User Guide, 585-215-825

    Avaya Call Management System (CMS) Supervisor Release 14 Report Designer,

    07-601588

    Avaya Business Advocate Reports, 07-601618

    Hardware documents

    For more information about Avaya CMS hardware, see:

    Avaya Call Management System Sun Netra 210 Computer Hardware Installation,

    Maintenance, and Troubleshooting, 07-600963

    Avaya Call Management System Sun Fire V880/V890 Computer Hardware Installation,

    Maintenance, and Troubleshooting, 07-600965

    Avaya Call Management System Sun Blade 100/150 Workstation Hardware Installation,

    Maintenance, and Troubleshooting, 07-600964

    Avaya Call Management System Terminals, Printers, and Modems, 585-215-874

    Call Center documents

    For more information about Avaya Call Center documents, see:

    Avaya Call Management System Switch Connections, Administration, and

    Troubleshooting, 07-601582

    Avaya CMS upgrade documents

    There are several upgrade paths supported with Avaya CMS. There is a document designed to

    support each upgrade.

    This section includes the following topics:

    Base load upgrades on page 12

    Platform upgrades and data migration on page 12

    Avaya Call Management System Upgrade Express (CUE) on page 12

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    Preface

    12 Visual Vectors R14 Installation and Getting Started February 2007

    Base load upgrades

    Use a base load upgrade when upgrading CMS to the latest load of the same version (for

    example, r14ak.g to r14al.k). A specific set of instructions is included with the upgrade. The

    Avaya Call Management System Release 14 Base Load Upgrade document is shipped to the

    customer site with the CMS software CD-ROM as part of a Product Correction Notice (PCN).

    Platform upgrades and data migration

    Use a platform upgrade when upgrading to a new hardware platform (for example, upgrading

    from a SPARCserver 5 to a Sun Netra 210). The new hardware platform is shipped from the

    Avaya factory with the latest CMS load. Therefore, as part of the upgrade you will have the

    latest CMS load (for example, R3V11 to R14).

    For more information about platform upgrades and data migration, see:

    Avaya Call Management System Release 14 Platform Upgrade and Data Migration,

    07-601581

    Avaya Call Management System Upgrade Express (CUE)

    Use CUE when CMS is being upgraded from an earlier version (for example, R3V11) to the

    latest version (for example, R14).

    A specific set of upgrade instructions is included with the upgrade. TheAvaya Call Management

    System Release 14 CMS Upgrade Express (CUE) for Sun Computers document is included on

    the CUE software CD-ROM that is shipped to the customer site with the CUE kit.

    For information about customer requirements for CUE upgrades, see:

    Avaya Call Management System CMS Upgrade Express (CUE) Customer Requirements,

    700419930

    Documentation Web sites

    For Avaya product documentation, go to http://www.avayadocs.com. Additional information

    about new software or hardware updates will be contained in future issues of this book. New

    issues of this book will be placed on the Web site when available.

    Use the following Web sites to view related support documentation:

    Information about Avaya products and service

    http://www.avaya.com

    Sun hardware documentation

    http://docs.sun.com

    http://www.avayadocs.com/http://www.avaya.com/http://docs.sun.com/http://docs.sun.com/http://www.avaya.com/http://www.avayadocs.com/
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    Support

    Visual Vectors R14 Installation and Getting Started February 2007 13

    Support

    Contacting Avaya technical support

    Avaya provides support telephone numbers for you to report problems or ask questions aboutyour product.

    For United States support:

    1- 800- 242-2121

    For international support:

    See the 1-800 Support Directory listings on the Avaya Web site.

    Escalating a technical support issue

    Avaya Global Services Escalation Management provides the means to escalate urgent service

    issues. For more information, see the Escalation Management listings on the Avaya Web site.

    http://support.avaya.com/japple/css/japple?PAGE=avaya.css.OpenPage&temp.template.name=Directorieshttp://support.avaya.com/japple/css/japple?PAGE=avaya.css.OpenPage&temp.template.name=EscalationListhttp://support.avaya.com/japple/css/japple?PAGE=avaya.css.OpenPage&temp.template.name=EscalationListhttp://support.avaya.com/japple/css/japple?PAGE=avaya.css.OpenPage&temp.template.name=Directories
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    Preface

    14 Visual Vectors R14 Installation and Getting Started February 2007

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    Visual Vectors R14 Installation and Getting Started February 2007 15

    Chapter 1: Before you begin

    Read the following information before you begin a Visual Vectors installation: Visual Vectors software components on page 15

    Hardware and software requirements on page 16

    Upgrade considerations on page 18

    Security notification on page 18

    Using the HOME variable to maintain user-specific settings on page 18

    Uninstalling Visual Vectors on page 19

    Technical support on page 19

    Visual Vectors software components

    Avaya Visual Vectors is a client/server application, which means that software is installed on

    multiple computers.

    Avaya Visual Vectors Server Software is the server component

    Avaya Visual Vectors is the client component

    Visual Vectors Server Software

    Visual Vectors Server Software is installed directly on a CMS server. The server software

    provides the gateway for Visual Vectors to the user call center network. It must be installed

    before Visual Vector client applications can make a connection to that CMS.

    For the procedure used to install the server software, see Installing the Visual Vectors Server

    Software on page 21.

    Visual Vectors client

    Visual Vectors is installed on client PCs, from which you can then access and manipulate

    various types of objects in your call center network.

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    Types of Visual Vectors client installations

    There are two basic methods used to install the Visual Vectors client software, which are

    described as follows.

    Visual Vectors local installation

    A complete set of Visual Vector software components can be installed on a PC workstation or

    other Windows-based network server. This type oflocal installation includes all the application

    files needed to run Visual Vectors on the client.

    Visual Vectors network client installation

    Visual Vectors can also be installed in a shared network configuration. In this case, most of the

    application files are installed on a central, Windows-based computer.

    One or more network clientinstallations are then created on other computers on the network.The network client installations include the minimal set of Visual Vectors files required to link to

    the main application files on the central server share.

    The shared network installation option is useful in work environments where installation

    capacity on client PCs is limited by hardware configurations or company policies.

    Hardware and software requirements

    Computer systems used for Visual Vectors client installations should meet or exceed thefollowing recommended system specifications.

    Operating systems

    Visual Vectors is supported on the following operating systems:

    Windows NT (Service Pack 4.0 or later)

    Windows 2000

    Windows ME Windows XP

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    Hardware and software requirements

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    ! Important:Important: Avaya does not provide technical support for Visual Vectors installed on Windows

    95 systems, and Windows 98 systems. Installation of Visual Vectors on older

    Windows versions ispermissive. This means that it may be possible to install and

    run the Visual Vectors client software on older versions of Windows. However, if

    technical problems occur, upgrade of the client operating system to a fullysupported Windows platform is required.

    Minimum recommended hardware configurations

    The recommended minimum hardware configurations for the Visual Vectors client software

    include:

    300 MHz Pentium II (or compatible) processor

    RAM requirements

    -

    Windows NT and ME systems - 96 MB RAM (128 MB if co-resident with Avaya CMS

    Supervisor)

    - Windows 2000 and XP systems - 128 MB RAM (160 MB if co-Pentium II (or

    compatible) 300 MHz processor

    Available free disk space

    - 45 MB free space before installing Visual Vectors client software (90 MB free space if

    Supervisor will also be installed)

    ! Important:Important: For each additional language included in an installation, add an additional 5 MB

    for Visual Vectors and 5 MB for Supervisor.

    A CD-ROM drive (local client installation only)

    SVGA monitor with a graphics adapter that supports 64K colors or higher, and a minimum

    resolution of 800 x 600 pixels

    Microsoft Internet Explorer (IE) version 3.0.2 or later

    Note:Note: IE is not required to be set as the default system browser to view HTML files.

    For Network connection:

    - WinSock 1.1 compliant TCP/IP stack

    -

    Ethernet communications board

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    Upgrade considerations

    Visual Vectors Client Release 14 (R14) is a fresh installation. This release does not detect or

    upgrade older Visual Vectors Client software.

    Security notification

    Microsoft Windows XP Service Pack 2 (SP2) includes Microsoft Windows Firewall, the updated

    firewall software that replaces Internet Connection Firewall (ICF). By default, Microsoft

    Windows Firewall blocks a network port required by Avaya Visual Vectors R14. In order to avoid

    a blocked-program alert-notification requiring the user to unblock the software manually, the

    Avaya Visual Vectors installation process will automatically add itself to the Microsoft Windows

    Firewall allowed-programs list.

    Using the HOME variable to maintain user-specific

    settings

    Read this section if:

    the Visual Vectors application installed on a client PC will be used by more than one user

    it is important to preserve user-specific settings for each user

    Visual Vectors creates and maintains a .cvvvR14 directory in which to store user-specificapplication settings. User specific settings include items such as CMS servers to which you

    have established connections, custom scratch pads you have created, any vectors stored

    offline in your scratchpads, and so forth.

    The Visual Vectors installation program searches for a user HOME environment variable on the

    computer. For each HOME variable that is identified, a .cvvvR14 folder is created in thedirectory specified by the user HOME variable. If the installation program does not find one or

    more user HOME variables on the system, a single default location is used, and user-specific

    settings are not maintained. Therefore, to enable user-specific settings for Visual Vectors, each

    user login must be associated with a unique user HOME variable.

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    Uninstalling Visual Vectors

    Visual Vectors R14 Installation and Getting Started February 2007 19

    ! Important:Important: Windows operating systems allow creation of both system and userversions of

    the HOME variable. The Visual Vectors installation program looks only foruser

    HOME variables to establish locations in which to create and maintain

    user-specific .cvvvR14 directories.

    If a user Home variable is not detected, the installation program prompts you to specify a file

    location for a new HOME variable.

    Creating user HOME variables

    The steps required to create HOME user variables differ for various Windows operating

    systems versions. Although, a complete description is beyond the scope of this installation

    guide, the following general information is provided.

    In general, environment variables in Windows are associated with the System Properties dialog.

    For example, on a Windows NT or Windows 2000 system, select:

    Start > Settings > Control Panel > System Properties

    In the System Properties dialog on an NT system, select the Environment tab.

    In the System Properties dialog on a Windows 2000 system, select the

    Advanced tab and click the Environment Variables button.

    For more information on environment variables, consult with your system administrator, or see

    the user documentation for your Windows operating system.

    Uninstalling Visual Vectors

    If you want to uninstall the Visual Vectors software from a client computer, use the Windows

    Add/Remove Programs utility, which is located in the Control Panel dialog.

    Technical support

    If you have difficulty installing Visual Vectors client software, refer to the following sources:

    The online Help application provided with the installation program. To launch the

    installation help, press the F1 function key when the installation program is running.

    The readme.txt file on the CD-ROM.

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    Chapter 1: Before you begin

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    The troubleshooting section located inAvaya Visual Vectors Release 14 User Guide.

    Note:Note: An electronic copy of the user guide can be found on the Visual Vectors Software

    CD.

    If you review the information sources listed above and still require assistance, contact one of the

    technical support resources described below:

    United States customers : Call the Avaya Customer Care Center at 1-800-242-2121.

    International customers: Contact your designated Avaya representative or distributor forassistance.

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    Visual Vectors R14 Installation and Getting Started February 2007 21

    Chapter 2: Installing the Visual Vectors

    Server Software

    This section describes how to install and start the Avaya Visual Vectors Server Software on a

    CMS server. Installation of the server software is typically performed by a CMS system

    administrator who has the necessary server permissions.

    If the Avaya Visual Vectors Server software is already installed on the CMS server or servers, or

    you are otherwise not responsible for installation of the server software, go to Installing Visual

    Vectors on client computers on page 27.

    This section includes the following topics:

    Installation prerequisites on page 21

    Installation procedure on page 21

    Starting the Visual Vectors Server software on page 24

    Installation prerequisites

    Before you install the Visual Vectors server software, obtain the Avaya Visual Vector Server

    Software CD-ROM.

    Note:Note: The Visual Vector Server softwareCD-ROM is shipped separately from the Visual

    Vectors client software package.

    Installation procedure

    To install the Avaya Visual Vectors Server Software:

    1. Verify that you are logged in as root at the console of the CMS server.

    2. Load theAvaya Visual Vectors Server Software CD-ROM into the CD-ROM drive.

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    3. After about 15 seconds, enter mount to verify the name of the CD-ROM.

    The program displays a list of devices and file systems currently mounted. The last line

    should display information about the installed CD device that is similar to the following

    example:

    4. Enter:

    pkgadd -d /cdrom/cdrom0 LUfaas

    If this is the first time that Visual Vectors has been installed, the system displays the

    following message:

    5. Enter: y

    The system displays the following message:

    /cdrom/untitled on /vol/dev/dsk/c0t2d0/untitled read only/nosuid/

    maplcase/noglobal/rr/traildot/dev=16c0001 on (current date and

    time)

    Processing package instance from

    Visual Vectors Server Software

    (sparc) vvsXX.X

    Copyright (c) 1998 Avaya Inc.

    All Rights Reserved

    The selected base directory must exist before

    installation is attempted.

    Do you want this directory created now [y,n,?,q]

    Using as the package base directory.

    ## Processing package information.

    ## Processing system information.

    ## Verifying package dependencies.

    ## Verifying disk space requirements.

    ## Checking for conflicts with packages already installed.

    The following files are already installed on the system and are

    being used by another package:

    * /cms/aas

    * - conflict with a file which does not belong to any package.

    Do you want to install these conflicting files [y,n,?,q]

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    Installation procedure

    Visual Vectors R14 Installation and Getting Started February 2007 23

    6. Enter: y

    The system displays the following message:

    7. Enter: y

    The system displays the following message:

    8. Enter:

    setupaas

    The system displays the Avaya Visual Vectors System Services Menu.

    9. Enter the number associated with the init_vvs option.

    The system displays the following message:

    ## Checking for setuid/setgid programs.

    This package contains scripts which will be executed with

    super-user permission during the process of installing thispackage.

    Do you want to continue with the installation of [y,n,?]

    Installing Visual Vectors Server Software as

    ## Installing part 1 of 1.

    /cms/aas/.odbc.ini

    /cms/aas/AAS_README/cms/aas/Translation/AcdRelease/de_DE

    ..........

    ..........

    ..........

    Installation of was successful.

    Avaya Visual Vectors Server System Services Menu

    Select a command from the list below.

    1) init_vvs Setup the initial configuration

    2) run_vvs Turn VVS on or off

    3) auth_display Display simultaneous VVS logins

    4) auth_set Change simultaneous VVS logins

    5) backup Backup vector steps and layout files

    6) restore Restore vector steps and layout files

    Enter choice (1-6) or q to quit:

    This version of VVS functions only with CMS.

    CMS name used : cms3

    Maximum concurrent VVS logins[1-100](q to quit):

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    10. Enter the number of allowable concurrent logins, which must not exceed the number of

    licenses that were purchased.

    11. Enter:

    eject cdrom

    For the procedure used to start the software, see Starting the Visual Vectors Server software on

    page 24.

    Starting the Visual Vectors Server software

    To start the Avaya Visual Vectors Server software:

    1. Stop and restart AOM:

    a. Enter: aom stop

    b. Enter: aom start

    2. Enter:

    setupaas

    The system displays the Avaya Visual Vectors System Services Menu.

    3. Enter the number associated with the run_vvs option.

    The system displays the following message:

    4. Enter the number associated with the Turn VVS On option.

    Avaya Visual Vectors Server System Services Menu

    Select a command from the list below.

    1) init_vvs Setup the initial configuration

    2) run_vvs Turn VVS on or off

    3) auth_display Display simultaneous VVS logins4) auth_set Change simultaneous VVS logins

    5) backup Backup vector steps and layout files

    6) restore Restore vector steps and layout files

    Enter choice (1-6) or q to quit:

    1) Turn VVS On

    2) Turn VVS Off

    Enter choice (1-2) or q to quit:

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    Starting the Visual Vectors Server software

    Visual Vectors R14 Installation and Getting Started February 2007 25

    Note:Note: The first time you turn on Visual Vectors after a new installation, the software

    could take up to 30 minutes to turn on.

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    Chapter 2: Installing the Visual Vectors Server Software

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    Visual Vectors R14 Installation and Getting Started February 2007 27

    Chapter 3: Installing Visual Vectors on

    client computers

    This section describes the installation options available for Visual Vectors. Topics include:

    Visual Vectors installation options on page 27

    Setting up a network installation folderon page 28

    Installing the main application files on page 29

    Creating a network client installation on page 32

    Installing the Avaya Visual Vectors Training program on page 34

    Visual Vectors installation options

    You can install Avaya Visual Vectors on client computers by either of two basic methods. The

    different installation types are described as follows:

    Local client installation

    Shared network client installations

    Local client installation

    A local installation of Visual Vectors includes all of the software components that Visual Vectors

    needs to connect to the Visual Vectors Server Software on CMS servers.

    A local installation can be created from:

    The product CD-ROM.

    A network installation folderthat is available over the local area network. The Visual

    Vectors installation files are copied from the product CD into a directory on a

    Windows-based server that is connected to the local area network. This type of installation

    is convenient when access to the product CD-ROM is limited. For more information, seeSetting up a network installation folderon page 28.

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    Installing the main application files

    Visual Vectors R14 Installation and Getting Started February 2007 29

    6. The Select Network Location dialog appears.

    Click Next to accept the default location:

    C:\Program Files\Avaya\Visual Vectors V14 - Network

    or click Browse to specify a location.

    The Ready to Install dialog is displayed.

    7. Click Install to copy the Visual Vectors files to the specified location.

    The Install Successful dialog appears.

    8. Click Finish.

    9. Verify that client computers on which you want to install Visual Vectors can make a

    network connection to the server that contains the network installation folder. If necessary,

    request assistance from your system administrator.

    Installing the main application files

    This section includes the following topics:

    Basic installation types on page 29

    Prerequisites on page 30

    Procedure on page 30

    Basic installation typesYou can create either of the following types of Visual Vectors installations:

    A local, stand-aloneinstallation

    A shared networkinstallation, in which the application is installed on a central network

    server, from which it can be run by one or more remote client computers

    Note:Note: If you create a shared network installation, you also need to create one or more

    network client installations to run from the shared network application files.

    For a description of the procedure used to create the client installations, see Creating a network

    client installation on page 32.

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    Prerequisites

    Before you begin the installation process:

    You must be logged in to the client system with an account that has administrator

    privileges.

    If you want to install Visual Vectors directly from the product CD-ROM, obtain the Avaya

    Visual Vectors Version 14 CD-ROM.

    If you want to install Visual Vectors from a network installation folder that you have

    previously set up, obtain the file path for the network folder. For more information, see

    Setting up a network installation folderon page 28.

    If more than one user will use Visual Vectors on the computer, verify that a unique HOME

    user variable has been created for each user login. For more information, see Using the

    HOME variable to maintain user-specific settings on page 18.

    Procedure

    To install the main Visual Vectors application files:

    1. Choose between the following options:

    If installing from the CD-ROM - Insert the CD-ROM in the computer CD-ROM device.

    - If the CD-ROM AutoPlay feature is enabled on your computer, the Visual Vectors

    setup program starts automatically.

    - If AutoPlay is not enabled, open Windows Explorer, select the local drive

    associated with the CD-ROM file and run the Setup.exe file. Alternately, you canselect Start > Run from the Windows desktop, and enter the path to setup.exe.For example if the CD-ROM device is assigned to the local D: drive, you wouldenter the following path:

    D:\\setup.exe

    If installing from a network installation folder- Use Windows Explorer to navigateto the network drive on which the network installation folder is located. In the network

    folder, select the setup.exe file.

    The first Visual Vectors installation starts and the Type of Install dialog is displayed.

    2. In the Type of Install dialog, do the following:

    a. Select either the Local orNetwork option.

    b. Click Install

    After you choose the installation type and click Install, the Welcome screen is displayed.

    3. In the Welcome dialog, click Next.

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    Installing the main application files

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    4. Choose an appropriate option:

    5. Choose between the following options:

    If you are performing a Network installation, the Ready to Install dialog is displayed.Click Install.

    When the Install Successful dialog is displayed, click Finish. The Networkinstallation is now complete, but you must create one or more network client

    installations. Follow the procedures described in Creating a network clientinstallation on page 32.

    If you are performing a Local installation, a second Type of Install dialog is displayed.Continue with Step 6.

    6. In the second Type of Install dialog, the Typical option is selected and can not beunselected.

    Note:Note: The program will install The Visual Vectors Release 14 (R14) files and the Help

    files in English only.

    Click Next. The Select Folderdialog is displayed.

    7. In the Select Folderdialog, enter a folder name for the application shortcuts, and thenclick Next.

    The Ready to Install dialog is displayed.

    8. In the Ready to Install dialog, click Install.

    If Then

    One or more installationwarning messages aredisplayed

    Your computer does notmeet all of theVisual Vectors installation requirements,such as browser version, service packs,supported platforms, and so forth.

    Complete any actions needed to satisfyprerequisite system requirements, andrestart the installation procedure.

    Either the SelectLocation orSelectNetwork Locationdialog is displayed

    All installation requirements are met, and anearlier version of Visual Vectors is notinstalled on the system. Do one of thefollowing:

    a. To accept the default installation

    directory, click Next.

    b. To select or create a different installation

    directory, click Browse, select or create thedirectory you want to use for the installation

    files, and click OK.

    c. Go to Step 5.

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    9. Choose one of the following options:

    If the Install Successful! dialog is displayed, click Finish.

    If the Set HOME environment dialog is displayed do the following:

    - Either use the Browse button to select a directory location for the HOME variableand click OK, or click Next to accept the default location specified by theinstallation program. For more information about the HOME variable, see Using

    the HOME variable to maintain user-specific settings on page 18.

    The installation finishes and the Install Successful! dialog is displayed.

    - Click Finish.

    The Local installation is complete.

    Note:Note: The Avaya Visual Vectors CD-ROM also includes a multimedia Visual Vectors

    Training program. If you want to install the training program, see Installing the

    Avaya Visual Vectors Training program on page 34.

    Creating a network client installation

    A network client installation sets up the client computer to run Visual Vectors remotely from a

    network server on which the main application files are stored. The network client setup creates

    a program group with icons on the remote clients that link to the executable files on the network

    drive.

    This section includes the following topics:

    Prerequisites on page 32

    Procedure on page 33

    Prerequisites

    Before you begin a network client installation:

    Verify that the client computer meets the installation requirements listed in Hardware and

    software requirements on page 16.

    The client PC must be able to connect to the server on which the main application fileswere installed as a Network installation. If necessary, request assistance from yoursystem administrator.

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    Creating a network client installation

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    The directory containing the Visual Vectors application files on the Windows-based

    network server must be configured as a sharedfolder. If necessary, request assistance

    from your system administrator.

    Verify that for each user who will log in and use Visual Vectors from a client PC, a unique

    HOME user variable has been created. For more information, see Using the HOME

    variable to maintain user-specific settings on page 18.

    Procedure

    To perform a client setup:

    1. Navigate the Windows file system and access the shared folder located on the network

    server where the Visual Vectors application files are installed.

    2. Locate and then double-click the setupclient.exe file.

    The Welcome dialog is displayed.

    3. In the Welcome dialog, click Next.

    4. Choose between the following options:

    5. In the Ready to Install dialog, click Install.

    One of the following results will occur:

    The Install Successful! dialog is displayed.

    The Set HOME environment dialog is displayed if neither a system HOME variable ora user HOME variable for the login under which the installation is being run are

    If Then

    One or moreinstallationwarning messagesare displayed

    Your computer does notmeet all of the VisualVectors installation requirements, such as browserversion, service packs, supported platforms, andso forth.

    Complete any actions needed to comply with theprerequisite system requirements, and restart theinstallation procedure

    The Select

    Location dialog isdisplayed

    All installation requirements are met, and an earlier

    version of Visual Vectors is notinstalled on thesystem. Do one of the following:

    a. To accept the default installation directory, clickNext.

    b. To select or create a different installationdirectory, click Browse, select or create thedirectory you want to use for the installation files,and click OK.

    Result: The Ready to Install dialog is displayed.

    c. Go to Step 5.

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    configured. For more information, see as described in Using the HOME variable to

    maintain user-specific settings on page 18.

    6. Choose one of the following options:

    If the Install Successful! dialog is displayed, click Finish.

    If the Set HOME environment dialog is displayed do the following:

    -Either use the Browse button to select a directory location for the HOME variableand click OK, or click Next to accept the default location specified by theinstallation program.

    The installation finishes and the Install Successful! dialog is displayed.

    - Click Finish.

    The network client installation is complete.

    Note:Note: The Avaya Visual Vectors CD-ROM also includes a multimedia Visual Vectors

    Training program. If you want to install the training program, see Installing the

    Avaya Visual Vectors Training program on page 34.

    Installing the Avaya Visual Vectors Training program

    The Avaya Visual Vectors installation includes a multimedia training program that you can use

    to become more familiar with the application.

    Prerequisites

    Before you begin to install the multimedia training program:

    Obtain the Avaya Visual Vectors CD-ROM

    Verify that you can login to the client computer with administrator privileges.

    Procedure

    To install the Visual Vectors training program:1. Insert the Avaya Visual Vectors CD-ROM in the CD-ROM drive.

    If autoplay is enabled on the system, the installation program begins. Cancel the

    installation.

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    Installing the Avaya Visual Vectors Training program

    Visual Vectors R14 Installation and Getting Started February 2007 35

    2. Open Windows Explorer. In the left window pane, click on the drive associated with theCD-ROM device.

    The contents of the CD-ROM are displayed.

    3. Locate the folder named BT467M and double click on it to display its contents.

    4. Locate and double click the Setup.exe file.

    5. Follow the instructions provided by the installation program.

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    Visual Vectors R14 Installation and Getting Started February 2007 37

    Chapter 4: Getting started with Avaya

    Visual Vectors

    Visual Vectors has an easy-to-use graphical user interface that lets you create and manage

    vectors quickly and easily from a workstation. Using Visual Vectors, you can create vectors,

    save the vectors to an ACD, edit vectors, and copy and paste vectors by using an easy

    drag-and-drop method.

    This section provides instructions for common application tasks:

    Starting Visual Vectors on page 37

    Connecting to a CMS server from Visual Vectors on page 38

    Using Navigatoron page 41

    Using Vector Editoron page 43

    Assigning VDNs to a vector using the VDN Assignment Wizard on page 48

    Using the Import Export Wizard on page 50

    Visual Vectors installation options on page 53

    For more detailed information, seeAvaya Visual Vectors Release 14 User Guide. An electronic

    copy of the user guide is included on the product CD-ROM.

    Starting Visual Vectors

    This section includes the following topics:

    About starting Visual Vectors on page 37

    Procedure on page 38

    Connecting to a CMS server from Visual Vectors on page 38

    About starting Visual VectorsWhen you start Visual Vectors, the Avaya Visual Vectors Framework toolbar is displayed. Youuse the Framework window to:

    Connect to CMS servers

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    Start Navigator, Vector Editor, VDN Assignment Wizard, and Import Export Wizard from

    the Tools menu or toolbar

    Start the Avaya CMS Supervisor program

    Note:Note: The Avaya CMS Supervisor icon is not displayed on the Framework toolbar if

    Supervisor is not installed on the computer.

    Procedure

    To start Visual Vectors:

    1. Beginning at the Windows taskbar, select Start > Programs > Avaya Visual Vectors.

    The software program starts and the Avaya Visual Vectors Framework window opens.Although Visual Vectors is running, you are not yet connected to a CMS server.

    Connecting to a CMS server from Visual Vectors

    This section includes the following topics:

    When a CMS server connection is required on page 39

    When a CMS server connection is not required on page 39

    Connecting to an existing serveron page 39

    Connecting to a new serveron page 40

    Disconnecting from a CMS serveron page 40

    Connect / Disconnect Navigator Vector Editor Import Export Wizard

    SupervisorVDN Assignment Wizard Avaya CMS

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    Connecting to a CMS server from Visual Vectors

    Visual Vectors R14 Installation and Getting Started February 2007 39

    When a CMS server connection is required

    You mustconnect to a server to:

    View and work with objects stored for that ACD

    Assign vector directory numbers (VDNs) to a vector

    Save your finished vector to a switch

    Import and export a vector from an ACD

    ! Important:Important: Changes to vectors do not take effect unless the link between the CMS server

    and the switchis up. If the link is not up, Visual Vectors gives you the option tosave to another location.

    When a CMS server connection is not required

    You do notneed to connect to a server to:

    View vectors stored on your ScratchPad

    View names of CMS servers to which you have connected previously

    Create a new vector

    Edit a vector you have copied from the switch onto your ScratchPad

    Connecting to an existing server

    Use this procedure if you have previously connected to the CMS server.

    If you have connectivity problems: If you fail to get a login prompt or the login attempt isdenied, see the Troubleshootingsection inAvaya Visual Vectors Release 14 User Guide. An

    electronic copy of the user guide is included on the Visual Vectors product CD-ROM.

    To connect to an existing server:

    1. Click Connect on the toolbar or select Connect from the File menu.

    The system displays the Connect to dialog. The Connect to server: drop-down list

    displays the last server to which you connected. You can open the list to view other CMSservers to which you have connected.

    2. In the Connect to dialog, do the following:

    Enter your CMS login Id in the Login Id text box.

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    Enter your CMS password in the Password text box.

    Click Connect.

    Note:Note: You are limited to one instance of a login ID per CMS server, but you can connect

    to more than one server at a time.

    Connecting to a new server

    If you have never connected to a CMS server before, you need to establish an initial

    connection.

    If you have connectivity problems: If you fail to get a login prompt or the login attempt isdenied, see the Troubleshootingsection inAvaya Visual Vectors Release 14 User Guide. An

    electronic copy of the user guide is included on the Visual Vectors product CD-ROM.

    To connect to a new server:

    1. Select New CMS from the File menu.

    The New CMS login dialog box is displayed.

    2. Type the hostname or IP address of a CMS server in the Server Network Address: textbox.

    3. Enter your CMS login ID in the Login Id text box.

    4. Type your CMS password in the Password text box.

    5. Click OK.

    If the CMS server you entered is found, and you have the appropriate user permissions, a

    connection is established. If the CMS server is not found, the system displays an errormessage showing the cause of the failure.

    Note:Note: You are limited to one instance of a login ID per CMS server, but you can connect

    to more than one server at a time.

    Disconnecting from a CMS server

    To disconnect from a CMS server:

    1. From the File menu:

    a. Select Disconnect

    The Disconnect dialog is displayed.

    b. Click on server from the server list and click Disconnect.

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    Using Navigator

    Visual Vectors R14 Installation and Getting Started February 2007 41

    Using Navigator

    Use Navigator to view and manage call center objects. Navigator provides a hierarchical view of

    your Call Center World, similar to the way in which Microsoft Windows Explorer provides a

    hierarchical view of your file system.

    This section includes the following topics:

    Basic Navigator functions on page 41

    Working with objects on page 41

    Validating vectors on page 42

    Renaming objects on page 42

    Basic Navigator functionsYou can use Navigator to:

    View and manage switch objects used in vectors

    Organize objects into folders

    Copy and move vectors from an offline ScratchPad to one or more ACDs, and between

    ACDs

    Change properties of all objects

    View and rename objects, depending on your permissions

    Working with objects

    For practice using Navigator:

    1. To open Navigator, click the Navigator icon in the Framework window.

    2. Double-click a server name to view objects on that server.

    Note:Note: If you are not connected to the server, Visual Vectors prompts you to log in.

    3. Navigator displays the server you selected, and the ACDs for which you have read

    permission. For each ACD, Navigator organizes objects into folders.

    4. To work on a highlighted vector, you would do one of the following:

    Double-click it to launch Vector Editor and work on it now.

    Highlight it and drag it to your ScratchPad to work on it later.

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    Note:Note: When you drag the vector, the system asks you whether you want to copy or

    move it to the appropriate ACD.

    Validating vectorsTo validate a vector, you need to copy, move, or save it to the appropriate ACD.

    A vector is valid if:

    It contains no more than 99 stored steps.

    It is complete.

    All goto steps have destinations.

    Objects to which steps refer reside on the ACD.

    The user has write permission for the vector and the ACD.

    The system displays an error message if the vector is invalid and gives you the opportunity to fix

    any problems before the vector is changed.

    Renaming objects

    In Navigator, you use the ScratchPad to store vectors on your computer. If you have many

    vectors, organize them into folders.

    You can rename objects in your Visual Vectors workspace. For example, you can use the

    following procedure to rename the Default ScratchPad:

    1. In Navigator, click Default ScratchPad to highlight it.

    2. Click the right mouse button.

    The popup menu is displayed.

    The context menu lists commands you can use in Navigator. These commands are also

    available from drop-down menus.

    3. Select Rename from the menu.

    The Renaming Default ScratchPad dialog is displayed.

    4. In the Name text box, type the new name and click OK.

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    Using Vector Editor

    Visual Vectors R14 Installation and Getting Started February 2007 43

    Using Vector Editor

    This section includes the following topics:

    About using Vector Editoron page 43

    Creating an example vectoron page 43

    Saving a vectoron page 47

    Printing your vector graphic on page 47

    About using Vector Editor

    Vector Editor allows you to use a drag-and-drop feature to create and edit vectors. Different

    kinds of vector steps can be selected from a palette, and arranged in a work area. With the

    Vector Editor, you can:

    Choose vector steps from palettes.

    Add vector steps.

    Change properties of vector steps.

    Create a vector.

    Save and print the vector you created.

    Creating an example vectorThe following procedure explains briefly how to create an announcement vector, which plays an

    announcement until the caller reaches an agent.

    To create an announcement vector:

    1. To start the Vector Editor, select Vector Editorfrom the Tools menu or toolbar in theFramework window.

    2. Do the following:

    a. Select Tools > Vector Editor

    A submenu displays a list of possible vector types, which are based on switch releases

    and their installed options.

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    b. From the switch submenu, select an appropriate vector type.

    The Vector Editor - New Vectorwindow is displayed.

    Tip:

    Tip: The green light shows the vectors starting point. You choose the vector steps

    from the palettes on the left.

    Vector steps in the Input/Output palette determine which inputs you want to provide andwhich outputs customers can provide. The steps in the Input/Output palette include

    Announcement, Timed Announcement, Music, Ringback, Silence, Reply, Consider,Collect, Converse, and Set.

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    Using Vector Editor

    Visual Vectors R14 Installation and Getting Started February 2007 45

    3. You are going to create a new vector in which the first step is an announcement. In the

    vector step palette, click and drag the Announcement step (top left in the palette) into the

    empty box in the vector workspace. When the step new is positioned correctly, the box is

    highlighted in yellow.

    Tip:

    Tip: You can also copy and paste steps from other vectors. This allows you to reuse

    vector steps when a step in an existing vector has properties you want to specify

    in a new vector step.

    4. Define the properties for the new Announcement step. Place the cursor over the step and

    click the right mouse button.

    A popup menu is displayed.

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    5. Select Properties

    The Properties input window is displayed.

    6. To complete this window: In the Extension: field, enter your extension.

    In the Description: field, enter "New welcome announcement to be recorded."

    Note:Note: You can select the Comment Out option box if you do not want the

    announcement to become active.

    7. Click OK to save the changes.

    The new Announcement step in the vector workspace now displays the extension number

    you specified.

    Tip:

    Tip: A red triangle indicates on the corner of a step indicates that the step has an

    associated description. Roll your cursor over it to view the description.

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    Using Vector Editor

    Visual Vectors R14 Installation and Getting Started February 2007 47

    Saving a vector

    To save a new or revised vector from the Vector Editor window:

    1. From the main menu, select File > Save As... .

    The Vector Editor displays the Save Vector As window.

    2. Browse the My World directory to find the container in which you want to save the currentvector.

    3. Click the name of the container (ScratchPad or folder) in which you want to save the

    vector.

    4. If you want to give the vector a name that is different from the default name, type your

    preferred name in the Name text box; for example, Holiday Announcement.

    5. Click Save.

    The Vector Editor does one of the following:

    Saves a graphical representation of the selected vector to the ScratchPad

    Converts the visual vector and stores it on the ACD containing the vector folder.

    6. When you are finished creating a vector, you need to assign VDNs to the vector. For

    instructions, see,Assigning VDNs to a vector using the VDN Assignment Wizard on

    page 48.

    Printing your vector graphic

    To print the graphic representation of a vector from Vector Editor:1. Select File > Print

    The system displays the Print dialog.

    2. In the Print dialog, select the printer, print range, and number of copies.

    3. If you need to specify any printer properties. click Properties and make your changes inthe Document Properties window. Then click OK.

    4. In the Print dialog box, click OK.

    The system displays the Printing Properties window.

    5. Select any of the following print options:

    1 to 1: The vector graphic will print as the size you see on your screen. This is thedefault option.

    fit to 1 page: The vector graphic will print on one page.

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    fit to pages wide: The vector graphic will print on the number of pages you specify inthe pages field. The printed graphic will remain height and width proportional.

    fit to pages high: Your vector graphic will print on the number of pages you specify inthe pages field. The printed graphic will remain height and width proportional.

    scale to percent: The vector graphic will print to the size you specify in the % field.

    The printed graphic will remain height and width proportional.

    Step Labels: Click to enable the printing of step labels that are present on your vectorgraphic. If there are no step labels, this field is unavailable.

    Floating Comments: Click to enable the printing of global comments that are presenton your vector graphic. If there are no global comments, this field is unavailable.

    Step Comments: Click to enable the printing of step comments that are present onyour vector graphic. If there are no step comments, this field is unavailable.

    Alignment: Click the down arrow to select the positioning of the vector graphic on theprintout.

    6. Click OK in the Printing Properties window to print your vector graphic.

    Assigning VDNs to a vector using the VDN Assignment

    Wizard

    When the switch receives a call, it translates digits dialed by the caller or sent to it into a VDN.

    The switch uses VDNs to direct those calls to the appropriate vector. When your vectors are

    complete and ready to use, the VDN Assignment Wizardhelps you assign VDNs to your vectors

    so that incoming calls are treated appropriately for the needs of your organization.

    To assign VDNs to a vector:

    1. To start the VDN Assignment Wizard, do either of the following

    Click the VDN Assignment Wizard button on the Framework toolbar.

    Select: Tools > VDN Assignment Wizard.

    The Welcome window is displayed.

    2. In the Welcome window, browse your ACDs to find one that has one or more VDNs thatyou want to associate with the vector.

    Note:Note: If you are not connected to a server, you must double-click the server and

    complete the Connect to serverdialog before you can view ACDs. Only ACDsthat you have permission to view are displayed.

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    Assigning VDNs to a vector using the VDN Assignment Wizard

    Visual Vectors R14 Installation and Getting Started February 2007 49

    3. Select an ACD and click Next.

    The Available for Selection dialog is displayed.

    In the Available for Selection dialog box, you can display a list of all VDNs available forselection, or you can filter the list to display only those VDNs containing certain criteria.

    For information about the search filter, see Using Visual Vectors search filters on page 53.

    4. To select the VDNs you want to administer in the Available for Selection: list, use either of

    the following methods:

    Highlight each of the VDNs that you want and then use the arrow buttons to move the

    VDNs in the Available for Selection: list box to the Selected: list box.

    Select the arrow button with the horizontal line under it (that is, the left-most arrow

    button) to move all VDNs in the Available for Selection list box to the Selected listbox.

    The following figure explains arrow button functions in the dialog.

    5. After you have moved the VDNs to the Selected box, click Next.

    The next window shows the VDNs you have selected and asks you to confirm the

    selection.

    6. Do one of the following:

    If the selections are not correct, click Back to return to the previous window, where youcan select the VDNs you want.

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    If the selections are correct, click Edit to go forward.

    The Properties dialog is displayed. In the Properties dialog, you identify the vector towhich you are assigning the VDNs.

    7. Select the Vector name from the Vector Id: drop-down list.

    Note:Note: If the ACD uses the Expert Agent Selection (EAS) feature, you can also change

    the skill preferences for the selected VDN.

    8. If EAS is enabled on the switch, select one or more skill preferences from the SkillPreferences drop-down list, and click OK.

    The VDN is now assigned to the vector you selected.

    Using the Import Export Wizard

    The Visual Vectors Import Export feature allows you to create a vector and export it to a public

    directory or other application, where the vector can be imported and shared by other users.

    This section includes the following topics:

    Basic Import Export Wizard functions on page 50

    Exporting vectors on page 50

    Using Visual Vectors search filters on page 53

    Basic Import Export Wizard functions

    With the Import Export feature, you can:

    Share vectors within a single site or across a multi-site environment

    Create a central library of vectors that other users can access

    Archive vectors to a server on a LAN for backup

    Train and mentor other users

    Exporting vectors

    To export vectors:

    1. Do one of the following:

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    Using the Import Export Wizard

    Visual Vectors R14 Installation and Getting Started February 2007 51

    Click the Import Export Wizard button on the Framework toolbar.

    In Navigator, right click on the vector or vectors you want to export. Then select Exportfrom the context menu.

    The Welcome window is displayed.

    2. Select Export and then click Next.

    The next window displays a window to let you browse objects in the My World directory ofcall center objects.

    3. Browse your available ACDs or ScratchPad folders to find the vectors that you want to

    export. Only ACDs that you have permission to view are displayed.

    Note:Note: If you are not connected to a server, you must double-click the server and

    complete the Connect to serverdialog before you can view its ACDs.

    4. Highlight the appropriate ACD and click Next.

    The Available for Selection list is displayed in the next window of the Wizard.

    In the Available for Selection dialog box, you can display a list of all vectors available forselection, or you can filter the list to display only those vectors that contain certain criteria.

    For more information about using the search filter, see Using Visual Vectors search

    filters on page 53.

    5. To select the vectors you want to administer in the Available for Selection: list, use eitherof the following methods:

    Highlight each of the vectors that you want and then use the arrow buttons to move the

    vectors in the Available for Selection: list box to the Selected: list box.

    Select the arrow button with the horizontal line under it (that is, the left-most arrow

    button) to move all vectors in the Available for Selection: list box to the Selected: listbox.

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    Example: The following window illustrates the purpose of the arrows.

    6. After you have moved the vectors to the Selected: box, click Next.

    The system displays the Archive File dialog.

    7. Click Browse to display the Select Export Archive window, and find the target file on thenetwork where you want to export the files.

    8. When you find the archive file, click Save, and then click Next in the Archive File window.

    9. The dialog box that is displayed depends on whether or not the archive file you chose

    already exists in the destination folder. Do one of the following:

    If the file already exists, the system displays a dialog box that gives you the

    opportunity to specify how you want to handle the files. Continue with Step 10.

    If the file does not exist, the Export Summary window is displayed. Go to Step 12.

    10. If the file already exists, you are prompted to do one of following:

    Do not overwrite duplicates

    Overwrite duplicates

    Replace the entire content of the file11. Click Next.

    If the file is corrupt or is an invalid format, the system displays an error message.

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    Visual Vectors installation options

    Visual Vectors R14 Installation and Getting Started February 2007 53

    If the file is not corrupt and is of valid format, the Vector Export Summary window isdisplayed. This window summarizes the information collected to perform the export

    action.

    12. In the Vector Export Summary window, do one of the following:

    To cancel the export process, click Cancel.

    If you need to modify the values, click Back to go to previous windows.

    If you are satisfied with your choices, click Export.

    An Export Completed message is displayed.

    Using Visual Vectors search filters

    The Visual Vectors VDN Assignment Wizard and Import Export Wizard include a search filter

    that allows you to filter VDNs according to various search criteria

    To use the search filter:

    1. In the Filter: field enter the desired alphanumeric characters, including wildcards. Forexample, you would enter:

    Question mark (?) for one character

    Asterisk (*) for any number of characters

    For example, if you filter on the term *Adv*, your search would return VDNs with nameslike:

    RadioAdvertising

    AdventureTours

    AdvertisingDept

    Alternately, if you excluded the leading asterisk character from the term to search on the

    term Adv*, you would generate a list of VDN names that begin with the lettersAdv. In thisexample, the VDN named RadioAdvertisingwould be excluded from the search results.

    Visual Vectors installation options

    You can install Avaya Visual Vectors on client computers by either of two basic methods. Thedifferent installation types are described as follows.:

    Local client installation

    Shared network client installations

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    Local client installation

    A local installation of Visual Vectors includes all of the software components that Visual Vectors

    needs to connect to the Visual Vectors Server Software on CMS servers.

    A local installation can be created from:

    The product CD-ROM.

    A network installation folderthat is available over the local area network. The Visual

    Vectors installation files are copied from the product CD into a directory on a

    Windows-based server that is connected to the local area network. This type of installation

    is convenient when access to the product CD-ROM is limited. For more information, see

    Setting up a network installation folderon page 28.

    Shared network client installations

    Visual Vectors can be set up to work in a shared network environment, in which one or more

    Visual Vectors client computers link to a common set of application files that have been installed

    on a central Windows-based server. The client computers include a minimal set of components

    that are required to connect to the application files installed on the central server, from which the

    application is remotely run.

    The shared network installation option is useful in work environments where installation

    capacity on client PCs is limited by hardware configurations or company policies.

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    Index

    Index

    C

    connecting to a CMS server . . . . . . . . . . .38, 40

    D

    disconnecting Visual Vectors . . . . . . . . . . . . 40drag-and-drop feature . . . . . . . . . . . . . . . 43

    E

    exiting Visual Vectors . . . . . . . . . . . . . . . 40

    G

    goto steps . . . . . . . . . . . . . . . . . . . . . 42

    H

    hardware requirements . . . . . . . . . . . . . . . 16helplines . . . . . . . . . . . . . . . . . . . . . 13HOME variable

    creating . . . . . . . . . . . . . . . . . . . . 19

    I

    Import Export wizard . . . . . . . . . . . . . . . . 50Input/Output palette . . . . . . . . . . . . . . . . 44installation

    procedures

    main application files. . . . . . . . . . . . . 29shared network clients . . . . . . . . . . . . 32Visual Vectors Server Software . . . . . . . . 21

    types, described

    local . . . . . . . . . . . . . . . . . . . 15, 27shared network client . . . . . . . . . . .16, 27

    L

    logging in

    to an existing server . . . . . . . . . . . . . . 38

    N

    Navigator, using . . . . . . . . . . . . . . . . . . 41network installation folder, setting up . . . . . . . . 28

    O

    objects

    copying . . . . . . . . . . . . . . . . . . . . . 42moving . . . . . . . . . . . . . . . . . . . . . 42renaming . . . . . . . . . . . . . . . . . . 41, 42

    P

    Printing Properties window . . . . . . . . . . . . . 47printing vector graphics . . . . . . . . . . . . . . . 48Properties window . . . . . . . . . . . . . . . . . 46

    R

    renaming objects . . . . . . . . . . . . . . . . . . 42

    S

    scalable printing . . . . . . . . . . . . . . . . . . 48ScratchPad . . . . . . . . . . . . . . . . . . . . 42ScratchPad folder . . . . . . . . . . . . . . . . . 51software components

    Visual Vectors client . . . . . . . . . . . . . . . 15Visual Vectors Server Software. . . . . . . . . . 15

    software requirements . . . . . . . . . . . . . . . 16system configuration

    minimum recommended . . . . . . . . . . . . . 16

    T

    technical support . . . . . . . . . . . . . . . . . . 19

    U

    uninstalling Visual Vectors . . . . . . . . . . . . . 19upgrade considerations

    general . . . . . . . . . . . . . . . . . . . . . 18using the VDN Assignment Wizard . . . . . . . . . 48using Vector Editor . . . . . . . . . . . . . . . . . 47

    V

    validating vectors . . . . . . . . . . . . . . . . . . 42VDN Assignment Wizard, using . . . . . . . . . . . 48VDNs

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    Index

    Available for Selection . . . . . . . . . . . . . 49how to filter. . . . . . . . . . . . . . . . . . . 53how to select . . . . . . . . . . . . . . . . . . 49

    Vector Editor

    palettes . . . . . . . . . . . . . . . . . . . . 44Input/Output. . . . . . . . . . . . . . . . . 44

    Properties window . . . . . . . . . . . . . . . 46

    using. . . . . . . . . . . . . . . . . . . . . . 47vectors

    archiving . . . . . . . . . . . . . . . . . . . . 52Available for Selection . . . . . . . . . . . . . 51exporting . . . . . . . . . . . . . . . . . . . . 50selecting . . . . . . . . . . . . . . . . . . . . 52validating. . . . . . . . . . . . . . . . . . . . 42

    Visual Vectors

    start up. . . . . . . . . . . . . . . . . . . . . 24Visual Vectors Framework . . . . . . . . . . . . . 38

    W

    Windows, permissive installation . . . . . . . . . 8, 17